How do I use the Acquisition technical services work order?
This work order is designed to allow you to track physical materials in your receiving/cataloging/etc. department. Staff who will be using this work order should be added to the work order. Please open a ticket with OLS with staff names.
If you are receiving a physical item, check the Keep in Department option and use the drop-down menu to indicate where the item is going next. In the screenshot below, the item is being sent to 'Cataloging.'
Note: These are called "statuses" in Alma and can be changed as desired. Open a ticket with OLS to have statuses set up to your local specifications.
Items that have been given a status using the ‘Keep in Department’ method are considered In Process.
To find all acquisitions/technical services items that are In Process:
- Select the Acquisitions Department as your location in the persistent menu at the top.
- In the navigation bar, select Acquisitions > Post-Receiving Processing > Receiving Department Items.
- From the "In Process Items" page, you can change the status of any item as you move it through the department or mark it as done:
Another way to get to an item to change its status or mark it Done is through Acquisitions > Post-Receiving Processing > Scan In Items:
You can also get to "Manage In Process Items" from this screen—see button in upper right corner.
At end of processing, change the item status to Done. It will automatically go to "In Transit" and will need to be checked in at Circulation.